SHJ
IUSB icon

Sharkey, Howes & Javer’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sharkey, Howes & Javer’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.4M Buy
1,199,567
+215,885
+22% +$9.96M 6.69% 2
2026
Q1 		$45.4M Sell
983,682
-29,883
-3% -$1.39M 6.12% 2
2025
Q4 		$47.2M Sell
1,013,565
-84,263
-8% -$3.94M 6% 3
2025
Q3 		$51.3M Sell
1,097,828
-204,988
-16% -$9.48M 6.59% 3
2025
Q2 		$60.2M Sell
1,302,816
-157,594
-11% -$7.19M 8.08% 1
2025
Q1 		$67.3M Sell
1,460,410
-97,755
-6% -$4.46M 9.63% 2
2024
Q4 		$70.4M Sell
1,558,165
-141,999
-8% -$6.52M 9.89% 2
2024
Q3 		$80.1M Buy
1,700,164
+220,058
+15% +$10.2M 11.41% 2
2024
Q2 		$66.9M Buy
1,480,106
+3,832
+0.3% +$172K 10.82% 2
2024
Q1 		$67.3M Buy
1,476,274
+389,891
+36% +$17.7M 11.02% 2
2023
Q4 		$50M Sell
1,086,383
-60,928
-5% -$2.69M 8.83% 2
2023
Q3 		$50.2M Buy
1,147,311
+6,548
+0.6% +$293K 9.61% 2
2023
Q2 		$51.9M Buy
1,140,763
+206,827
+22% +$9.46M 9.82% 2
2023
Q1 		$43.1M Buy
933,936
+156,518
+20% +$7.16M 9.24% 2
2022
Q4 		$34.9M Buy
777,418
+52,425
+7% +$2.35M 8.02% 4
2022
Q3 		$32.3M Buy
724,993
+3,649
+0.5% +$170K 7.03% 3
2022
Q2 		$33.8M Buy
721,344
+61,127
+9% +$2.9M 8.18% 3
2022
Q1 		$32.8M Buy
660,217
+153,672
+30% +$7.83M 7.5% 3
2021
Q4 		$26.8M Buy
506,545
+27,845
+6% +$1.48M 6.06% 3
2021
Q3 		$25.5M Buy
478,700
+33,669
+8% +$1.81M 6.59% 3
2021
Q2 		$23.8M Buy
445,031
+121,723
+38% +$6.47M 6.32% 3
2021
Q1 		$17.1M Buy
+323,308
New +$17.3M 5.33% 4

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return